Course Overview

This course examines the history of IRAs (Individual Retirement Arrangements) to help financial professionals understand how the industry has evolved from 1974 to today. Beyond laws themselves, the training demonstrates how each government branch regulates the IRA industry and companies like yours.

In this expert course, you will learn:
• Why IRAs were created
• How IRA history set the stage for today’s industry
• How professionals evaluate taxable income
• How each branch of government governs today’s IRA industry

Course Details

  • 53 Minutes of Instruction

  • 1 Continuing Education (CE) Credit

  • $99

  • Intermediate Level

  • CISP, CTFA, & CRSP Designations

Course Syllabus

  • 1

    IRA History and Guidance

    • Getting Ready with Course Resources

    • Agenda

    • Overview of History of IRAs

    • Three Branches of Government

    • Authoritative Guidance for IRAs

    • Summary

    • IRA History and Guidance Quiz